Articles by
Our civilization is built on structural steel. This is the most necessary metal in history. It is not…
In his ongoing Jack-in-the-Stox series, Jack Lifton comments on public companies, technologies, capital markets, supply chains and geopolitics. He is not a…
The United States is once again searching for a shortcut to rebuild its rare earth supply chain. This…
Governments and financial markets cannot permanently suspend economic reality. Investors who wish to succeed in the critical minerals…
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
For decades, policymakers in Washington, Brussels, and allied capitals have spoken about the need to reduce dependence on…
The rare earth supply chain has become one of the most strategically consequential—and structurally misunderstood—industrial systems in the…